| Serial Number | 98107439 |
| Word Mark | AN EXPERIENCE BEYOND WEALTH |
| Filing Date | Friday, July 28, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, January 7, 2025 |
| Registration Number | 7645684 |
| Registration Date | Tuesday, January 7, 2025 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, July 30, 2024 |
| Goods and Services | Personal concierge services for others comprising making requested personal arrangements and reservations, research and providing customer-specific information to meet individual needs; Personal concierge services for others related to navigating medical, health and wellness, namely, identifying and recommending service providers and coordinating introductions and onboarding arrangements; Personal concierge services for others related to finding providers and service people, namely, making requested personal arrangements and reservations to meet individual needs |
| Goods and Services | Financial services, namely, investment and wealth management services; Financial advisory and consultancy services; Financial planning and investment advisory services; Financial trust and estate planning, information and consultancy services; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial consulting services in the field of philanthropy in the nature of financial planning, information, consultancy, implementation and management; Insurance consultancy; Financial advice relating to tax; Real estate consultancy; Real estate advisory services; Financial advisory services, namely, debt and lines of credit advisory services; Real estate acquisition services; Holding company services performed for third parties, namely, investment management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Management of private equity funds; Bill payment services |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, August 28, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, September 13, 2023 |
| First Use In Commerce Date | Wednesday, September 13, 2023 |
| International Class | 045 - Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, August 28, 2023 |
| Primary Code | 045 |
| First Use Anywhere Date | Wednesday, September 13, 2023 |
| First Use In Commerce Date | Wednesday, September 13, 2023 |
| Party Name | IEQ CAPITAL, LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | FOSTER CITY, CA 94404 |
| Party Name | EPIQ Capital Group, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Francisco, CA 94111 |
| Party Name | EPIQ Capital Group, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Francisco, CA 94111 |
| Party Name | EPIQ Capital Group, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Francisco, CA 94111 |
| Event Date | Event Description |
| Tuesday, August 1, 2023 | NEW APPLICATION ENTERED |
| Monday, August 28, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, March 29, 2024 | ASSIGNED TO EXAMINER |
| Friday, March 29, 2024 | NON-FINAL ACTION WRITTEN |
| Friday, March 29, 2024 | NON-FINAL ACTION E-MAILED |
| Friday, March 29, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, June 25, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, June 25, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, June 25, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, June 26, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, July 10, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, July 30, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, July 30, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, September 24, 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Thursday, October 3, 2024 | TEAS STATEMENT OF USE RECEIVED |
| Saturday, December 14, 2024 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Thursday, October 3, 2024 | USE AMENDMENT FILED |
| Saturday, December 14, 2024 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, December 16, 2024 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Monday, December 16, 2024 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, January 7, 2025 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, January 7, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Wednesday, October 29, 2025 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |